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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $675,207 | $154,754+336.3% | $124,206+443.6% | $138,895+386.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 13.47% | 709.28%-695.8pp | 515.27%-501.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,877 | $4,446+9.7% | $3,540+37.7% | $4,194+16.3% |
| Participant deferral / active EE | $9,753 | $4,621+111.1% | $3,968+145.8% | $6,396+52.5% |
| Admin fee / account holder | $5,080 | $6,690-24.1% | $5,929-14.3% | $12,562-59.6% |